Perpetual Bal Grth 2

PER0013AU

Perpetual Bal Grth 2 PER0013AU Strategy

Aims to: provide long-term capital growth and income through investment in a diversified portfolio with an emphasis on Australian and international share investments. outperform the All Groups CPI + 5.0% pa (before fees and taxes) over at least five-year periods outperform a composite benchmark (before fees and taxes) reflecting its allocation to the various asset types over rolling three-year periods.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.

Funds News & Analysis

funds

Private credit’s soaring popularity presents new, unfamiliar risks

Metrics Credit Partners’ recent redemption suspensions and the collapse of property developer Bathla have raised questions about private credit.
funds

It’s time for LICs to die

If investors can access similar exposures more cheaply and efficiently elsewhere, what exactly is keeping LICs alive?
funds

Chart of the Week: Active or Passive? The results may surprise you

Why manager selection still matters.

Morningstar Investment Ideas

Markets

Index
Last price
Change
% Change
All Ordinaries8,874.2051.000.58%
CAC 407,729.6939.52-0.51%
DAX 4024,806.97297.39-1.18%
Dow JONES (US)51,231.6451.770.10%
FTSE 10010,441.6016.90-0.16%
HKSE24,102.45316.661.33%
NASDAQ27,193.34345.35-1.25%
Nikkei 22568,981.1061.01-0.09%
NZX 50 Index13,749.3557.500.42%
S&P 5007,765.3636.41-0.47%
S&P/ASX 2008,713.8052.900.61%
SSE Composite Index3,787.0524.85-0.65%

Market Movers